Managing Signer Locations

Tax lists include the option of defining locations for signers. Firms with multiple offices can define signer information by location instead of the signature block information in the return configuration set. The signer locations added in Tax lists are selected on the Tax > Signer window of the staff profile. The signature block and EFIN details entered for the location in Tax lists are then associated with the signer.

The management of signer locations involves the following steps:

  1. Set up signer locations in Tax Lists. See Setting Up Signer Locations.
  2. Assign a signer to a location in the staff profile. See Adding a Signer.
  3. Select to use the signer location for signature block information in the return configuration set. See Configuring Return Configuration Set Signature Blocks .

To display the Signer Locations grid, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
  2. Select Tax Lists > Signer Locations on the navigation panel.
  3. Do any of the following:
    • Add a record. Click New on the button bar to add a signer location. See Setting Up Signer Locations for more information.
    • Edit a record. Double-click a signer location in the grid. You can also select a row in the grid and click Open on the button bar to change an existing location. See Setting Up Signer Locations for more information.
    • Delete a record. Select a row in the grid and click Delete on the button bar, or right-click a row in the grid and select Delete from the menu. Click Delete on the confirmation window to permanently remove the location.

      • Note: If a signer is assigned to the location, you are prompted to select a different location for the signer.

    • Print the grid. Click Print on the button bar, or right-click and select Print from the menu. Select the print destination and, if needed, the page range and number of copies, and then click Print.
    • Find a record. Click Find on the button bar to search for a record in the grid. Enter the complete criteria to search for a specific record or partial information to search for similar matches, and then click Find Next to select the next instance of your criteria in the grid.
    • Refresh the grid. Click Refresh on the button bar to refresh the grid contents with changes made by other staff. Refresh displays the grid contents in ascending sorting order.

Note: You must be granted the Tax Lists functional right to manage signer location.